Integrity Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Wealth serves individuals (including high-net-worth households), trusts, estates, businesses, charitable organizations and retirement plans through wealth management, financial planning, discretionary portfolio management and retirement-plan advisory services. The firm operates as a small team with a multi-advisor model and manages roughly $305 million in client assets for about 245 relationships.
Portfolios are customized around strategic asset allocation using primarily low-cost mutual funds and ETFs, with the option to include individual stocks, bonds and options; the firm’s strategies are generally long-term but may include shorter-term trades for rebalancing or to meet client needs. Integrity Wealth manages most assets on a discretionary basis and also offers an Individual Stock Model Portfolio option that carries a separate incremental fee.
Notable differences from many peers include a formal educational program run under a practice d/b/a that provides retirement-focused seminars and workshops through a local college; these sessions are educational in nature and the firm does not receive compensation for them. The firm also maintains an institutional relationship with a national custodian that provides research, technology and other platform support (including launch-related support and reimbursements), and it offers ERISA-focused retirement-plan advisory services designed to assist plan sponsors with fiduciary duties.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 1.75% annually for wealth management services based on various factors $0+: Up to 1.50% annually for retirement plan advisory services
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000 per engagement, negotiable based on complexity
Main office
See office1200 Executive Parkway, Suite 430
Eugene OR 97401
Advisors at this office
5
Offices (2)
Most active in
Arizona · California · New Mexico · Oregon · Texas · Washington
Also doing business as
Integrity Financial · Integrity Wealth LLC · Retirement Intelligence · Sanders Coffee Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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